Gazprom, Rosneft ja Lukoil

Jatkan ilkeyttäni, kun uutisointi on edelleen kovin yksipuolista, kertomalla Venäjän yhtiöiden taloudesta. Venäläiset suuryritykset ovat kuulemma suurissa vaikeuksissa pakotteiden vuoksi. Katsoin ihan ilkeyttäni miten Gazpromilla, Rosneftilla ja Lukoililla on oikein mennyt viimeisten osavuosikatsauksien mukaan. Ensin Gazprom:

Ensin positiiviset asiat. Liikevaihto on kasvanut 19% ja voitto 13%. Tehokkuus on suunnilleen pysynyt samalla tasolla, koska voitto korreloi liikevaihdon kanssa. Liikevoitto% on 117, mikä on loistava. Velkamäärä on laskenut, mutta vapaa kassairta huonontunut. On se kuitenkin vielä positiivinen. 

Rosneftilla taas liikevaihto on kasvanut 12% ja myös käyttökate on parantunut peräti 20%. Kassavirta on taas kasvanut 138% vuodentakaisesta ja velkamäärä on laskenut 24%.. Loistava tulos.


Lukoil raportoi taaloissa ja sen liikevaihto ja EPS on kasvanut 14% vuoden takaisesta. Käyttökate on taas kasvanut peräti 25%.


Jos ja kun luultavasti nuo tilinpäätökset on tehty länsimaalaisella laadulla, niin noilla yrityksillä menee hyvin. Jos Venäjän tilanne rauhoittuu niin energiayhtiöitä saa Venäjältä halvalla ja vaikkei rauhoittuisi niin kriisiä on niihin jo hinnoiteltu.  Reutersin mukaan Gazpromin P/E luku on 3,31 ja osinkotuotto 4,96%. Bloombergin mukaan Rosneftin P/E-luku on 4,98 ja osinkotuotto 5,37%.  Bloomberg taas arvioi Lukoilin P/E luvuksi 3,65 ja osinkotuotoksi 5,58.


3 thoughts on “Gazprom, Rosneft ja Lukoil

  1. Hyvin menee?

    Gazpromin liikevoitto% on 17, jäi nappi pohjaan -:) Kertokaanpa muutamia suomalaisia yrityksiä, jotka voisivat esittää vastaavia kasvulukuja. Nämä luvut on siis tehty halvan energian aikana.

    1. Venäjää vastaan suunnatut pakotteet luultavasti epäonnistuvat

      USA:n pakotteet Kiinaa vastaan Tianmeinin verilöylyn jälkeen epäonnistuivat.

      Ne haavoittivat ainakin tämän dokumentin mukaan enemmän USA:n omaa taloutta ja olivat myötävaikuttamassa siihen että Kiinan talous menestyi. Toisen tutkimuksen mukaan nuo sanktiot haavoittivat molempia, mutta enemmän kuitenkin USA:n taloutta.

      Venäjää vastaan suunnatut pakotteet ovat nekin suuressa vaarassa epäonnistua

      Venäjää vastaan suunnatut pakotteet aiheuttavat kenties samanlaisen ilmiön. Venäjän kauppasuhteet Kiinaan ja muualle kaakkois-Aasiaan vahvistuvat, heikentyvä rupla tekee Venäjän teknologiateollisuudesta kilpailukykyistä ja nostaa jossakin vaiheessa maan teknologiateollisuuden kasvuun. Pakotteet työntävät Venäjää Kiinan syliin.

      Kauppapakotteet haittaavat bulkkitavaroiden suoraa vientiä ja tuontia. Teknologiateollisuuden tärkeät komponentit ja tietotaito löytävät tiensä perille pakotteista huolimatta. 


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